Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Data Management and Archival

Make your customer communications data smarter

Turn your customer data into insight you can use. Data Management and Archival from Broadridge lets utilities analyze and apply data across documents and channels while supporting retention requirements in a secure, searchable and conveniently accessible environment.

One data input supports omni-channel communications

Our robust, compliant Data Management and Archival solution optimizes and distributes content according to customer preferences, business rules and industry regulations.

Enriches Document and Preference Data

Enhances Indexing and Tagging

Streamlines Batch Loading

Offers Rules-Based Retention

Provides Robust Search and Retrieval

Supports Archival Regulations

Transparency across the communications lifecycle

Manage your data more intelligently to gain customer insights; consolidate, dedupe and optimize communications to the same recipient or same address to reduce costs; and apply business rules with granular controls to support your requirements.

Learn More About Data Management and Archival Solutions

One data input, multiple benefits

One repository supports all channels – from print to digital and emerging
Data is accepted in any format where it is standardized, indexed and tagged
Indexing and tagging are tailored to meet corporate retention and reporting needs

Data can be stored in multiple formats to support unique access requirements
AES 256-bit encryption and SEC 17a-4 compliance protects customer data

See Product Specifications

Video

Reimagine Communications

Reimagine essential communications as an opportunity to drive customer engagement, efficiencies and business results.

How We Can Help

A robust platform, delivering 5B+ communications annually

80%+

North American households reached.

5K+

Brands trust Broadridge to deliver their essential communications.

95%

U.S. consumers connect to the channels in the Communications Cloud.

Communications CX: Insights and Implications

Report

2020 CX and Communications Trends

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Composition and Publishing for Legal Documents

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reconciliation Managed Services

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trading Platforms

Vdr

Virtual Shareholder Meeting

Wealth Insight Services

Segment Title

Solution Title

The right insights, right now

About Broadridge

How can we help?

Talk to us